Graham Hemelt is a registered investment advisor at LPL Financial LLC, based in Mandeville, LA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2895 Highway 190 Ste. 216, Mandeville, LA, 70471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Graham is involved with multiple DBAs for his LPL business, including Hemelt Wealth Management, LLC (since 2014, about a quarter of his time), Galbreath Wealth Management, L.L.C., Coastal Capital Group (nearly full-time), and Pavik Wealth Management. These are all investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Hibernia Investments, L.L.C.Broker
On-Line Investment Services, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.